Do You Handle All the Finances in Your Home?

If you do, what would your spouse or your children do if something unexpected happened to you?

Does your family know who to call, the account numbers, phone numbers or better yet where to start or would they be left with a financial puzzle that needs to be put together quickly while they are in the midst of an emotional crisis? Do you do everything electronically making it virtually impossible to get access to the information unless your family knows what your current passwords are?

Why not give the people you love most in this world a gift; put the puzzle together for them NOW. It is like putting your arms around them and telling them it will be okay. You buy Life Insurance and prepare a Will as part of a plan to ensure they are taken care of, but the question comes down to whether or not they can execute the plan, especially while grieving. I know from experience that this is tough to do. My philosophy has always been to know exactly what Plan B is before you have to implement it.

Now I know this is not your typical gift and I hope it is one that your family will not have to use for a long time, but if they do, they will thank you by reflecting on all the great times you spent together. Isn't that what life is all about?

If you think it can't happen to you, I am here to tell you it can. Bad things DO happen to good people! I know that from first hand experience, too. If you already know it can happen to you but you just haven’t got around to it yet, let us help.

If I haven't convinced you yet, consider that each year some of the financial puzzles are not put together and MILLIONS of dollars are turned over to the U.S. State Treasurer’s Office by businesses that are unable to contact the owner.

These funds may be in the form of savings accounts, checking accounts, dividends, certificates of deposit, insurance benefits, death benefits, unpaid wages, commissions, uncashed checks, insurance payments, money orders, refunds, stocks and safe deposit box items.

We offer a downloadable version of the template or if you prefer we can mail you the template on a CD for completion/storage!